Blog

Blog

Medicare

Financial planning covers many areas. One topic clients ask me about all the time is Medicare and related issues. I am not a Medicare expert, but I thought it was time for me to have a way to assist clients with these decisions. 

Preparing for the Unthinkable

Whether it is expected or unexpected, the loss of a loved one is very difficult. Grief can take both an emotional and physical toll on a person.

National Life Insurance Month

I do not sell life insurance to my clients, but I refer this out to other professionals.  This allows my clients to know my advice is objective and in their best interest.

More Life, Less Drama …

Mother’s Day can be a tough holiday for some of us. I have many friends who struggle each year around this day because of lost dreams or losing their mom too soon. This year, let us consider this a time to reflect on ourselves, too, as women.

Financial Literacy Month

When most people think of the month of April they think about TAXES! They get caught up in getting their taxes finished and submitted. Few know that April is actually recognized as Financial Literacy Month and was first given that honor in 2004. Once a person has filed their taxes, usually they don’t want to think about financial planning any more.

Global Markets Update moving into 2016: Are You Watching?

Many of you have heard me say that when I started in this business in 1998, it was an unusual occurrence to have a “triple digit” drop or gain in the Dow. These days, we are seeing more and more volatility in the markets.

As I Transition...

As I Transition...into this new role as Managing Principal of Critical Transitions Wealth Advisors, I am reminded that there are many wonderfully talented women who make this look very easy.  Truth be known, I am certain they had to struggle through some of the same issues I have: logo design, advertising decisions, filing for a business license, setting up my business account, stationary

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